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Qualifying a lead

If a Lead Workflow is enabled, a number of actions are available on the Lead Summary page. The Lead workflow can be set up and customized to suit your lead qualification process.

To qualify a lead using the standard Lead workflow:

1. Click Rate Lead .
2. Complete the required fields and add additional information in the tracking note.
3. Click Save. Your changes are recorded in the lead Tracking tab.

The Duration column on the Lead Tracking tab tracks how long the lead has spent at each stage of the qualification process. The duration takes into account the business calendar defined by the System Administrator.

See Also:

Converting a lead to an opportunity

Viewing leads assigned to you

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